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AMD has forged a deep partnership with Meta

On October 28th, according to ZhiDongXi, AMD announced yesterday that it would invest $1 billion (approximately RMB 6.72 billion) to subscribe for newly issued shares of Meta. At the same time, it disclosed that the first batch of Helios rack-level AI computing systems had been installed and tested at Meta. The two companies will continue to expand their cooperation in chips, computing systems, and software to support Meta's models and AI services.


Helios integrates GPUs, server CPUs, network equipment, and supporting software into a single rack for large model training and inference. In February this year, the two parties announced a long-term cooperation, with Meta planning to adopt AMD GPUs to build an AI computing infrastructure with a maximum capacity of 6 GW.


Currently, Meta is constructing four supercomputing clusters, each with a capacity exceeding 1 GW, and plans to nearly double the total infrastructure capacity this year compared to last year.


AMD's investment is part of Meta's overall financing plan. It is reported that Meta is advancing a round of equity financing, with a scale of $97.5 billion (approximately RMB 655.2 billion). The funds raised will support the development of businesses such as data center construction, computing power expansion, and Muse personal intelligent agents. According to Reuters, this round is the largest financing in Meta's history. In addition to AMD, NVIDIA also announced yesterday that it plans to invest $3 billion (approximately RMB 20.16 billion) to acquire Meta shares.




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